WBI Investments’s AstraZeneca AZN Stock Holding History

WBI Investments’s Portfolio AZN Stock Details AZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-108,111	Closed	-$10.8M	–	180
2020 Q4	$10.8M	Buy	+108,111	New	+$11.5M	1.64%	11

Other funds holding AZN

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WBI Investments's AZN Position: Q1 2021 in Review

WBI Investments sold out of AstraZeneca (AZN) in Q1 2021, closing a stake of 108,111 shares — an estimated $10.8M sold.

WBI Investments first reported a position in AZN in Q4 2020 and held it in 1 quarter. The position peaked at $10.8M in Q4 2020. 756 funds tracked by Wall St. Rank hold AZN as of Q1 2021.

WBI Investments reported no remaining AstraZeneca position as of Q1 2021 after selling out during the quarter.
WBI Investments sold 108,111 AstraZeneca shares in Q1 2021, an estimated $10.8M.
WBI Investments first reported a position in AstraZeneca in Q4 2020 and held it in 1 quarter.
WBI Investments's AstraZeneca position peaked at $10.8M in Q4 2020.
756 funds tracked by Wall St. Rank held AstraZeneca as of Q1 2021.

Based on WBI Investments's 13F filing for Q1 2021, filed 12 May 2021.